Rice Financial Consulting, Inc. Employee Directory

Financial ServicesCalifornia, United States2-10 Employees

Rice Financial Consulting, Inc. is a registered investment adviser based in Los Gatos, California, focused on helping professionals, small business owners, and executives identify and pursue their financial goals. The firm emphasizes broad diversification, low turnover, and low costs within a framework rooted in classical economic theory and the concept of a “Free Market” portfolio, while prioritizing clear explanations of complex financial concepts so clients understand their options and feel confident in decision-making. Education is a core component, including free monthly programs on various financial topics, alongside attention to retirement asset accumulation and the management of retirement fund distribution, with sensitivity to tax implications and family communication around financial futures. The company operates in the financial services sector and presents itself as aiming to balance accessibility with disciplined investment principles, offering guidance through a personalized advisory approach. Located in the Los Gatos area, Rice Financial Consulting, Inc. serves clients seeking structured, education-focused financial planning and stewardship of retirement planning.

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